Alkymi is transforming workflows worldwide by placing powerful machine learning and no-code automation into the hands of business users. With Alkymi, anyone can turn the daily deluge of chaotic unstructured data into actions, supercharging workflows and turning data headaches into a model of operational efficiency. Alkymi’s core products—Data Inbox and Patterns—allow businesses to extract, analyze, and create a Data Action Layer to facilitate actions on critical data trapped in emails and documents. Leading organizations partner with Alkymi to dramatically accelerate better decision-making, improve customer satisfaction, and empower employees to focus on higher-value, more rewarding work.
For additional information, we invite you to visit http://www.alkymi.io
BlackRock’s Aladdin is a tech platform that unifies the investment management process by providing a common data language within an organization to enable scale, provide insights, and support business transformation. As a strategic partner to institutional investors including asset managers, pension funds, insurers, and corporate treasurers, Aladdin combines sophisticated risk analytics with comprehensive portfolio management, trading, operations, and accounting tools on a single platform.
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at June 30, 2022, CIBC Mellon had more than CAD$2.3 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.
To learn more please visit: www.cibcmellon.com
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners and asset servicers to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency.
Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries.
For more information, visit www.confluence.com
Transform your fees, billing, invoicing with leading edge analytics
Envestnet Revenue Manager takes enterprise-class billing solutions to the next level—out of operations/IT and into the C-Suite—providing CFOs with previously unavailable performance insights. Some of the world’s largest financial institutions use our real-time analytics to increase predictive capabilities, improve cash flow, reduce costs, and enhance client service.
Revenue Manager integrates into your existing infrastructure across platforms, such as general ledgers or CRM packages. Contact us at RevenueManager@envestnet.com for more information.
EZOPS harnesses the power of Machine Learning and Intelligent Process Automation to manage all aspects of data control and validation, including reconstruction, reconciliation, research, remediation and reporting, at some of the world’s largest financial institutions. EZOPS blends decades of financial services experience with cutting edge technology to eliminate age-old inefficiencies across the full range of market participants, asset classes and business processes.
From plain assets to the most complex derivatives, the EZOPS platform delivers quantifiable business value within just a few weeks of going live. Driven by the goal of improving data quality and integrity, EZOPS helps organizations better control their data with AI-powered automation. With a low code interface, EZOPS liberates teams from repetitive tasks and manual processes so that they can focus on value-added work that enhances customer service and drives revenue growth.
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics and open technology to over 7,000 global clients, including over 180,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.
Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.
Linedata Asset Management offers a robust, configurable platform of software, data and services that enable our wealth, institutional and
alternative clients to grow, operate efficiently, manage change and provide excellent service to their own clients and stakeholders.
We provide a flexible, modular approach to the challenges of the investment lifecycle: market leading portfolio management, trading, compliance, position keeping, risk, performance, NAV solutions and shadow accounting, robust reporting and electronic trading connectivity combined with an experienced outsourcing services capability, all of which is adaptable to your needs and operational models today and as you grow.
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
To learn more please visit: www.msci.com
NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success: we deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. Through its combined talents and transparent approach, NeoXam helps Buy and Sell-Side players address the continuous changes in the financial market industry, to grow and better serve their clients. NeoXam has staff of more than 500, is headquartered in Paris and has 14 offices across the globe.
Protiviti (www.protiviti.com) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach, and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, digital, legal, HR, governance, risk, and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2023 Fortune 100 Best Companies to Work For® list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. The firm also works with smaller, growing companies, including those looking to go public, as well as with government agencies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index.
Founded in 1997, PureFacts Financial Solutions is an award-winning provider of revenue management solutions for the asset and wealth management industry. Serving over 120 clients with a combined over 10 trillion in assets under management, PureFacts’ wealth-tech solutions help some of the largest and most recognizable wealth management firms and financial institutions grow revenue through better management of fees, strategic compensation management, and actionable, data driven insights. Its solutions help firms become more profitable by enabling them to attract and retain clients, deliver high quality advice, improve productivity, and prevent costly mistakes. With offices in Canada, the USA, and Europe, PureFacts has been recognized for its innovation and excellence, most recently appearing on the 2023 WealthTech100 list.
Learn more about PureFacts at www.purefacts.com
RBC Investor Services (RBCIS) delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 10 banks globally1, our focus is on safeguarding the assets of our clients and supporting their growth.
Products and Services
RBCIS’ product and services include custody, fund administration, shareholder services, middle office, cash management, foreign exchange and securities finance.
Based on market capitalization as at April 30, 2023
SimCorp offers industry-leading, front-to-back investment management solutions. Our platform and ecosystem, comprising partners, services and third-party connectivity, empower us to provide 40% of the world’s top 100 financial companies with the efficiency and flexibility needed to succeed.
With over 25 offices around the world and 2,200 employees, we are a truly global, collaborative team that connects every continent and industry seamlessly.
For more information, please visit www.simcorp.com
SS&C offers an innovative suite of investment operations technology and services that support institutional asset managers and wealth managers. These solutions enable the front, middle and back offices to support all asset classes and every function across the investment lifecycle. Our solutions are backed by 35 years of industry experience and can be provided on a SaaS, fully-outsourced or co-sourced basis. We provide unparalleled levels of operational efficiency, data access and transparency, accounting flexibility and analytical insight.
Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through-processing and reporting for more than 40 products to clients in the institutional, wholesale and retail markets. Advanced technologies developed by Tradeweb enhance price discovery, order execution and trade workflows while allowing for greater scale and helping to reduce risks in client trading operations. Tradeweb serves approximately 2,500 clients in more than 65 countries. On average, Tradeweb facilitated more than $1.2 trillion in notional value traded per day over the past four quarters.
For more information, please go to www.tradeweb.com
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